Member Info for Pickuzawinnah

I have similar views, but maybe not as sophisticated. :)
Having bought in at 37p, my plan is to hold for around a year, maybe two, depending on the speed of growth. If we can get to the £1.50 mark in the next 12-18 months I'll be perfectly happy.
Adoption likely to be slow initially, but if it works in real patients' lives as well as it does in clinical trials then it'll soon be the preferred prescription for doctors in many countries.

Nice one, Dustofnations. Thanks.

Nice post, BobbyAR. There has been simmering resentment here for a few weeks as news has failed to materialise. I think I'm of the same view as yourself - on balance there's slightly more likely to be good-to-excellent news dropping any day (or not until, say, late September). But in case there's really bad news, I've set a stop loss.
Unusual practice for AIM, I know, but I got hit hard on HE1 a week or so ago because I'd forgotten to set one, and lost virtually all I'd gained.

@HH. A funny observation here that we're similar in our outlook on UFO, but for opposite reasons. For me, the iron is the dull but commercially significant resource while the silver adds the cream on top. I'd be delighted if you're right and EH's value gets revised upward massively.

Yes, smiller and HH
You're probably right, i was being overly dismissive of the impact of silver price on our lovely UFO. It does flourish when silver Oz price jumps, but it's usually short lived and unless EH holds incredible untapped resources, it pales into insignificance compared to the iron ore which is easier to reach production, and therefore commercial income.
Which is the bit where I was agreeing with steveomining.

Rubbish day today across the portfolio, btw. Ugh. Red everywhere.

Drop of around 10% today is exactly what I'd expected. Market reacts as it does to these RNSs. The far greater focus for me is on the next commercial update. USA just started a month ago. South Korea added last week. China to come. And 50% growth in Europe is disappointing. So you'd expect maybe a new commercial partner to turn that around. 2022 will likely be very good. No point waiting til then to buy the shares. :)

It's when I see things like this that I find the current SP baffling (calm down at the back there, tymers and steveomining):

" . . .Previously, Turner Pope has individually assessed each of Alien’s continuing projects and derived a sum-of-parts upside valuation of £82.9mln. Hamersley dominated in that assessment, contributing some £61.2mln of the total. But since then Alien has successfully increased its holding in the Brockman and Han**** Ranges projects from 51% to 90% through a cash and shares transaction."

So Hamersley valued at £61M when UFO owned 50% of it (roughly £12M per 10%) should therefore be £110M at 90% ownership. Plus the other stuff makes valuation at around £130M. Or a near five-fold increase in current MCAP.

And then you get this bit: "Further drilling at the Western Ridges project is presently being planned as a third phase program, with expectation that this further pinpoint drilling will deliver a second, comparable sized resource."

So we could (yes, "could" - there's work to be done here) be sitting on a £170M+ MCAP (seven-fold increase).

Two critical elements at play here: 1/ JORC compliant resource from current samples, and 2/ results from 3rd phase drilling at west ridges.

I do tend to agree with one point from steveomining btw: talk of silver prices (etc) has proven to be white noise. Entertaining white noise, but the signal is all about the iron ore.

Fair do's asiddall. You were one of (I think) four posters within a few hours all with very few posts, and all making comments that plant seeds of doubt. I've seen the same thing a couple of times before, where there appears to be a team effort to drag the SP downward a couple of weeks before it leaps.

Hmmmm. Suddenly from nowhere, several comments from board members with only a handful of posts to their name, all throwing shade of various sorts. Anyone else wondering if this precedes a bit of a sustained rise in the SP ? :)

I have to say that things are looking increasingly good here. I think there's a sense of urgency and confidence reflected in the greatly improved investor communications over the last couple of months. The next year should bring relief to LTHs holding and patiently waiting, and tremendous reward to those of us who joined at current levels.
Should still be bounces along the way, but if I plan to hold for a year at least.

Paraphrasing the RNS dated 11th Feb (6 months ago): the European Patent Office notified the University of Queensland of its intent to grant European patent to Nuvec, specifically regarding its composition and production.

"the Patent will be validated on a country by country basis throughout Europe as determined by UQ and the Company. This process, resulting in the full grant of the Patent in each chosen territory, should take six to eight months".

That could be news next week or in October. And that's if there's no delay.

It has all been frustratingly quiet here on N4P's RNS board. But the next 1-3 months should see something on the current two MTAs (which could be good or bad news - let's be honest), could see further MTAs added to the roster, and confirm grant of European copyright. And maybe an unexpected wildcard RNS. Definite buy/hold, imo.

What's happening around Athens right now is a tragic example of what will soon be commonplace unless nations significantly invest in technology like EQTEC's.
This company is not a solution in search of a problem.
The sooner we can get North Fork and Italy as functioning (and profit-generating) demonstration sites, the better for us and the world.

Tenpins. Either you know nothing, or you're making a pathetic and narcissistic effort to influence the price downwards for your own purposes.
Either way your posts are to be avoided by proper investors.

I think the"convince me" thread was started by me - another HE1 convert. And the replies did convince me. I bought in a couple of days later. Looks to have a very solid case for buying at current price, with plan to hold over medium term (6-12 mths).

Is it perverse that I'm hoping we don't make the Top 5 leader-board today ? So we don't attract the traders ?
Starting to return to fair value. IMO.

Hello Dai. Nice to see you here, as well.
I, too, am no specialist so take my comment with a plate of salt.
IMO, the anticipated SP shortly before spud will depend on the journey that got ADV to that point. HeliumOne was an almost faultless sequence, so there's high confidence and the SP virtually quadrupled at its highest. If ADV can do similar than I think deepbluediver would be about right. Obviously they're two very different raw materials, but investor pre-drill is all about investor sentiment. For a margin of error, you might want to dink DBD's figures to the lower end 6-7p ?
Keep well, and I look forward to learning from the responses of more experienced oil people.

Two things.
Peewee - that song was performed by Yazz (and the Plastic Population).
And
I'm with Roger on the big issue du jour. It's been an extraordinarily long-drawn out process, and the comms reaching shareholders are opaque. "a proposal from a credible party for the potential acquisition of substantially all of Company's assets". Three months later and progress has not reached a point where AIM Rule 15 can be put aside.
Bear in mind, EUA were all focused on a full sale; the analyses and paperwork will have been readied months ago on their side. And also bear in mind the same 12th May RNS stated: "Until a transaction is finally concluded there can be no certainty that a transaction will occur or on what terms"

I appreciate my views may provoke a salvo of "grow a pair", "if you're not happy then sell", "bed-wetter", and other silly comments. But I understand fully why roger felt moved to make the original post, and why nearly 30 others - on a very fast-moving BB - ticked him.

I continue to hold EUA partly out of just interest in reaching a conclusion, and partly because I'm optimistic that such a conclusion will be positive to all of us - ie: the shareholders to whom the executive board is accountable. I look forward to drinking a big rum on the big day. But until then, I'm gasping for some clarity and news.

Be careful what you wish for, Parkboy. :)
An RNS might not be what you WANT to hear. I think we'll get some news next week. Been very slow, but you've got to imagine what's going on behind the scenes. If one of the MTAs has met demands/expectations then the next step might involve commercial terms being hammered out. Which could be tremendous if it's agreed with the right terms.
Alternatively, the MTA may not have met expectations and so there's careful thinking being put into wording that announcement.

Don'tcha just love AIM !

Not posted here for ages !
I still hold a little HMSO, but having enjoyed the leap from 16.8p to 36, thought I'd take the majority out.
Why ? because I think there are better returns to be had elsewhere for the foreseeable. Riskier, but better.

In my opinion (and it is just opinion) we will see HMSO grind slowly upward with turbulence along the way. I'd expect about 50-60p in a year's time. Covid's going to be a long term issue. The company is still labouring under a fair amount of debt and interest rates could rise to counter inflation. But in the UK, the public are spending (fuelling that inflation) AND (critically) they're returning to retail centres as well as going online. So two forces pulling HMSO in each direction.

Either way, I'm about 90% certain that those FT forecasters are utterly wrong. If it's anywhere between 10 and 28p in a year's time, I'll walk to a Hammerson retail centre and buy a hat to eat.

Yes, but to get there we first have to reach 3p and sustain it.
There is a sequence of events that could turn EQT into a £1Bn company, but it's not going to get there overnight or even in the next two years. Well, okay. maybe a 2% chance in the next two years. Far more likely to be £500M.
And who wouldn't take a 4-5 bag in 18 months ?
All in my opinion, of course. Others will disagree.